Enabling the intelligent energy future


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Enabling the intelligent energy future

  1. 1. A collaboration of: Enabling the Intelligent Energy Future Gary Hayes Division V.P. and CIO, CenterPoint Energy
  2. 2. Houston • • Little Rock • Minneapolis About CenterPoint Energy • Public company traded on the New York Stock Exchange (CNP) • Headquartered in Houston, TX • Operating 6 business segments in six states • Electric transmission and distribution • Natural gas distribution • Interstate pipelines and natural gas gathering (recent master limited partnership formed – Enable Midstream Partnership) • Serving 5.4 million electric & gas customers • Managing 2.3 million electric smart meters in Houston electric service area. Delivering 77 Gigawatts for 115 Retail Electric Providers in the Texas Competitive Electric Market • $22 billion in assets, $8.5 billion in revenue • 8,827 employees • Over 130 years of service to our communities 2
  3. 3. Topics Drivers Intelligent Design – Solution Frameworks CenterPoint Intelligent Energy Reference Architecture (CIERA) Building the future – work in progress 3 Final Thoughts and Questions
  4. 4. Intelligent Energy Solutions and Services Consumer Technologies Information Technologies Operational & Business Technologies Convergence Smart Phone and Tablet Technologies Multi Channel Interaction & Social Media Affordability Information accessibility and sharing Internet of Things Smart Meter Intelligent Grid & Demand Management Software as Service, Citizen Software & Services Mobility, Preferences, and Real-Time Big Data and Complex Event Processing New Service Models.. Cloud Cyber Security Convergence is driving new thinking, strategies, and services - and requiring innovative approaches and technologies…. We are being driven to a different future, an “intelligent” future… 4
  5. 5. How do approach future design? “Evolution versus Intelligent Design” – A look to complex biological systems • Evolution is a process that results in changes in a population spread over many generations. Biological evolution, simply put, is descent with modification. This encompasses small-scale and large-scale changes • Intelligent Design states that only the guidance of an intelligent power can explain the complexity and diversity that we see today -- that life as we know it could not have developed through random natural processes Many of our utility technologies “evolved” requirement by requirement; however, as we look to the future “intelligent design” will be essential because of the sophistication and complexity happening today 5
  6. 6. WMS Work Management CIS Customer Information System DS Dispatching System OMS Outage Management MD Mobile Data System GIS Geographic Information System 1 2 3 64 5 7 9 10 8 11 Operational Integration Chart for Utilities – Vintage pre-2000 13 12 MR MV90 Meter Reading 14 SCADA Supervisory Control & Data Acquisition Before we look forward, let’s look back… 6
  7. 7. WMS Work Management CCS Customer Care System S&DS Scheduling & Dispatching System OMS Outage Management MD Mobile Data System GIS Geographic Information System 1 2 3 6 4 5 7 9 10 8 11 Operational Integration Chart for Utilities – Vintage 2010 13 12 MR MV90 IDR Meter Reading 14 15 DCE Data Collection Engine MDM Meter Data Management 16 17 18 DA Distribution Automation System SCADA Supervisory Control & Data Acquisition Grid & Customer transformations driving change… 7
  8. 8. EAM Enterprise Asset Management CCS Customer Care System PS&D Planning, Scheduling & Dispatching OMS Outage Analysis and Management MD Mobile Data System GIS Geographic Information System 1 2 3 6 4 5 7 9 10 8 11 Operational Integration Chart for Utilities – Future (by 2020?) 13 12 MR MV90 IDR Meter Reading 14 IG Intelligent Grid System 15 DCE Data Collection Engine MDM Meter Data Management 16 17 18 CRM Customer Relationship Management 19 DM Demand Management & Response 20 21 CEP Complex Event Processing 24 SA Situational Awareness 23 OAE Operational Analytics Engine 22 MoM Network Manager of Managers 25 SCADA Supervisory Control & Data Acquisition The “Intelligent Energy” future will demand more… 8
  9. 9. Challenge: The “Borg Effect” – “Resistance is Futile” • Right out of Star Trek, the Borg have a singular goal, namely the consumption of technology. • Mantra - "We are the Borg. Your biological and technological distinctiveness will be added to our own. Resistance is futile." Over the recent years we have seen the “Borg Effect” across the utility technology footprint and it is increasing. Acquisitions to consolidate previous a single dimension bolt-on into larger footprints, larger systems acquiring niche solutions and so on. This creates challenges for implementation integration, master data, error management for the utility…intelligent design will not be without its challenges! 9
  10. 10. Challenge: Transitioning IT to the intelligent future while addressing these opportunities… • Event Explosion • Big Data • Analytics & Automation • Modernization • IT / OT • Mobility • Innovation • Sustainability / Talent • Consumer transformation (technology, generational…) 10
  11. 11. A successful approach requires deploying anchors to create the intelligent energy future… Customer Choice: Enabling consumers with the knowledge, information and capabilities to understand and control their energy choices Intelligent Grid: advancing the capability to systematically manage and control the grid as a “self- correcting” system, improving reliability, improving recoverability during natural events, and providing for demand management & response programs Information: the collection, security, translation and presentation of information through monitoring, reporting, analysis and communications which allow operating organizations and consumers to understand, manage and control their energy responsibilities Advanced Metering Customer Choice Intelligent Grid Information Advanced Metering System: the capability to systematically record customer consumption, to remotely monitor and control metered services, and the collection of consumer based device information Intelligent Energy Future 1111
  12. 12. Intelligent Energy: • Grid Control • Sensing • Usage, Outages • Reporting, Analytics, Alerts • Remote Diagnostics • CRM / Billing / Pricing • Competitive Retail Offerings • Appliance Diagnostics and Offers • Smart Energy Wizards A successful approach requires changing the view from “operations out” to “consumer in”… 1212
  13. 13. A successful approach incorporates “enterprise architecture as a strategy” and “solution framework” thinking… • Business Strategy Driven o CenterPoint Business Strategy o Business Unit Strategies o IT Strategy • Utility of the Future (Business View) o Empowered Consumers o Increased Open Markets o Utilization of Demand Management, Response, Renewable Energy, Electric Vehicles… o Maintained and/or Enhanced Grid Reliability, Resilience, Security, and Efficiency in the Face of Increasing Complexity o Increased Worker Safety and Productivity • Utility of the Future (Technical View) o Advanced Communications Infrastructure o Sophisticated Consumer Systems o Automated Grid Operations and Control o Integration of Traditional, Renewable and Distributed Energy Resources o Effective Grid Planning and Asset Efficiency o Increased Workforce Effectiveness Mobility & Smart Devices Information / Analytics Collaboration & Communications Core Applications Customer Communications Company Strategy Business Strategy IT Strategy Business Capability Technical Architecture Enterprise Architecture Frameworks 13
  14. 14. This approach produced forward thinking and resulted in our CenterPoint Intelligent Energy Reference Architecture (CIERA) • Framework Overview: o Business Drivers o Business Objectives o Business Scenarios o Business Capabilities o Business Benefits • Guiding Principles • Scenario / Use Cases • Maturity Model • Technology Building Blocks • Technology Building Block Gaps CIERA is comprised of frameworks underlying Business Services 6 FrameworkComponents 14
  15. 15. Enterprise Architecture Approach - Key Components Business Vision, Enterprise Architecture, Building Blocks and Technical Architecture Articulate the Linkage Between Business Strategies and IT Assets The Business Vision Describes & Interrelates Mission, Vision, Goals and Strategies with Business Components & Interfaces The Technical Architecture Describes the Physical Implementation of the CNP Technology, Standards and Services The Enterprise Architecture Associates Main Business Components with Enabling Technical Elements from a Business-Driven Perspective The Building Blocks are Logical Components of Select Technical Services and are the Basis for Technical Design, Selection or Creation 15 Business Vision Enterprise Architecture (CIERA) Technical Architecture • Consumer Business Vision • Business Strategy • Major Interdependencies • Common Business Components • Diverse CNP BU’s • Smart Energy • Major Interdependencies • Technical Infrastructure • Applications • Network • Data / Information • Service Management • Security Solution Building Blocks “Frameworks” • Mobility & Smart Devices • Information / Analytics • Collaboration & Communications • Core Applications • Customer Communications Solutions Roadmap • Business Initiatives Aligned to IT Technical Projects • Multi-Phased / Multi-Year • Building Blocks and Supporting Architecture 1 CenterPoint Business Initiates a Project or Initiative 2 Business and IT Develop Detailed Requirements and Validate Against Frameworks and IT Solutions 3 IT Capabilities Are Reviewed and Designed Against Business Scenarios, Frameworks and Architectures The Roadmap is a Multi-Year Plan of Strategic Business and Technical Projects Linked to CNP Business Strategies 4 Required IT Solutions are Mapped to Support Business Initiatives and Planning Roadmaps ActionableBusiness-Driven TechnologyStrategy ActionableBusiness-Driven TechnologyStrategy 15
  16. 16. CenterPoint Intelligent Energy Reference Architecture (CIERA) 16 Customers Retailers Service Providers Regulators Info Workers Generators Retailers Service Providers Regulators Field Workers Info Workers Generators Vendors Markets Smart Devices Frameworks Consumers 16
  17. 17. Slide 17 Framework Use Case: Customer Multi-Channel Services 17
  18. 18. Customer Channel Communications Framework Technical Building Blocks 18 … … 18
  19. 19. Customer Communication Framework Technical Building Blocks Gaps … … 19
  20. 20. Working gap closure, for our Customer Vision Platform (CRM) implementation is our PredictiveAnalytics Engine, focused on improved customer interaction… BRF - Predictiv e Algorith m BRF - Predictiv e Algorith m Rule Model er Rule Model er Alert Modeler Alert Modeler PREDICTIVE ANALYTICS ENGINE Business Rules Framework (BRF) Plus - PREDICTIVE ALGORITHM: Currently Designed in CRM using Business Rule Framework (BRF Plus) Ability to turn on-off any Business Rule(s) Rule Modeler Configurable in CRM to evaluate the qualification Criteria for Super 8 Business Process in an interaction Prioritize Agent Alert Messages Auto Insert “Categorization” in Interaction Record to track the benefit of PAE ALERT MODELER Configure Alert Messages / Dynamic Variables / Themes / Icons / Tool Tip Navigate to Context based Web UI Screens with related Data Populated Input – BP No / Premise Details 20
  21. 21. 21 PAE Data Sources and Interactions BRF RM AMInput 1 Input 2 Input 3 Output 1 Output 2 Output 3 TRIGGER ACTION PREDICTIVE ENGINE CRM PAE First Preferred Data Source for PAE PAE gets data PAE Provides data Based on the channel input, the PAE is triggered to solicit information and provide information… 21
  22. 22. How PAE can be utilized in a Call Flow? Proactive Communication: 0. Use PAE to qualify the customer and initiate Pro-active Customer Communication Intelligent IVR Menu: (Consulting Approach by IVR) 1. Customer Calls Contact Center. IVR handles the call 2. IVR calls CTI and provide the “Account Authentication” information like ANI, Drivers License, Last 4-SSN 3. CTI requests CRM about the Predictive Analytics Details based on Account Authenticated Information. 4. Predictive Analytics Engine, executes the “Analytics Algorithm” based on data from CRM / ECC / BI HANA / Legacy System. 5. Based on Predictive Analytics Algorithm, A. The results are included in Contact Attached Data (CAD) B. IVR would provide “Intelligent Self Service Options” Smart Routing: C. Smart Routing to the correct agent based on Agent Skill Set / Availability and Customer Attributes 6. Agent receives the call and confirms the Customer Proactive Customer Handling: (Consulting Approach by Agent ) 7. Based on CAD, CRM raises appropriate alert messages from Alert Modeler 8. Agent acknowledge the issue to the Customer based on predictive details provided 9. Agent Performs “Consulting Interaction” with the Customer CRM IVR CTI Predictiv e Analytic s Engine Alert Model er Customer Agent 1 2 3 4 5 7 6 8 9 0 22
  23. 23. Predictive Process –Agent View (Working Example, In Realization Phase) Messages are Categorized to “Super 8” Business Process that accounts for about 76% of the total call volume Most appropriate predictive process is highlighted and subsequent details shown in second level menu Customer Specific Messages are generated with Variables populated from various Data Sources Messages are presented in the Order of $$ / Date / Caution and Information categories. Agents would be trained to quickly identify the information based on Icons System automatically captures the Predictive analysis output for future analysis Deep Level Navigation that takes to the appropriate subsequent screen 23
  24. 24. Business Benefits Enabling Capabilities Building Blocks Scenario Overview Business Data Warehouse Cube Other Data • Improved ability to take proactive actions, reducing unscheduled outages and overtime • Improved customer satisfaction by reduction in forced outages , proactive and timely outage notification, and reduced time to repair • Improved field crew utilization • Reduced loss of revenue due to forced outages Detect chronic transformer overload condition, predict significant transformer life reduction, initiate work management ticket to correct or replace before failure. • Complex Analytics • Advanced Reporting Tools • Asset sensing and instrumentation. • Historical data accessible for extended periods of time. • Network connectivity is accurate and kept up to date. Web Information Findings are entered into the model and the data analysts tweak the model and modify the predictive model as needed. 4 Work orders for transformer inspections or replacement are issued . 3 The data analysts build predictive models that are entered into the complex analytics engine . Transformers that match the modeled patterns are identified for inspection. 2 Engineers, working with data analysts use data mining and complex analytics to develop correlations between factors including voltage variations, weather, and maintenance records . 1 1 2 3 4 • Developer Report Authoring • Other Reporting Services • Complex Analytics • Data Mining Services • Data Management Services Framework Use Case: Equipment Load Management 24
  25. 25. InformationAnalytics Framework Technical Building Blocks 25 25
  26. 26. InformationAnalytics Framework Technical Building Blocks – Gap Analysis 26
  27. 27. Conceptual Data &Analytical Framework End-to-EndAnalytical Process Adapted to utilities from SAS Fraud Framework 27
  28. 28. Evolving Technology Data &Analytical Framework End-to-EndAnalytical Process Situational Awareness Systems of Systems Management Advanced Simulations and Predictive Control During our journey, we learned our original conceptual design was just the beginning. The look beyond requires even more sophistication to move us forward: • Situational Awareness • Advanced Simulations & Predictive Control • Systems of System Management ?? ?? ?? 28
  29. 29. Outage to Restoration Framework: Technical Building Blocks with gap assessment and closure from 2012 to 2020… 2015 20202012 29
  30. 30. Bringing it all together through analytics… Slide 30 30
  31. 31. Electric Operations Asset Life Cycle Management – Dashboard &Analytics 31 31
  32. 32. • Identify Suspects: Analyze meter events, usage data and other enrichment data to deliver a prioritized list of suspects with a quantitative confidence level that a diversion occurred. DiversionAnalytics 32
  33. 33. Diversion Dashboards 33 33
  34. 34. Near-Real-Time View ofAdvanced Metering System Communications Systems: SituationalAwareness in Telecoms Control Room 34
  35. 35. Real-Time View Indicating Traffic Congestion withAlerts SituationalAwareness in Telecom Control Room 35
  36. 36. Real-Time Comms Dashboard in Use Today (Supporting High Data Rate) SituationalAwareness in Telecom Control Center 36
  37. 37. Traditional View of the Storm with Lightning: Streaming Information 37
  38. 38. Meter Outage Events with No Matching Restoration & Length of Outage Streaming Meter Event Information 38
  39. 39. 39 Current Situational Awareness Release: PONs rolled up into Outage Cases (Circuit, Fuse, Local). Initial Crew visibility 39
  40. 40. 40 40
  41. 41. 41 Real-Time Situational Awareness: Meters, Customers, Cases… 9/13/2013 – Scattered Thunderstorms 41
  42. 42. 42 Real-Time Situational Awareness: Meters, Customers, Cases… 8/16/2013 – Pop up late day severe thunderstorm and high winds, ~18:00 42
  43. 43. 43 Real-Time Situational Awareness: Meters, Customers, Cases… 8/16/2013 – Pop up late day severe thunderstorm and high winds, ~22:00 43
  44. 44. 44 Near Real Time Outage Operational Dashboard (5 minute refresh rate) 9/13/2013 – Scattered Thunderstorms 44
  45. 45. 45 Near Real Time Outage Operational Dashboard (5 minute refresh rate) 9/13/2013 – Scattered Thunderstorms 45
  46. 46. 46 Near Real Time Outage Operational Dashboard (5 minute refresh rate) 8/16/2013 – Pop up late day severe thunderstorm and high winds, ~18:00 46
  47. 47. Achieving analytical and operational sophistication…intelligent design and maturity… 47
  48. 48. Final thoughts to build the intelligent energy future… Be “Intelligent Designers” and not “Requirement Evolutionist” o Creativity & Innovation Expected Get ready! o “Increase leverage and tune” your core solution engines. Get them ready to be the “engines” of success o Improve use & usability for internal users – help them move to the next level of performance to leverage the engines o Turn the core “reporting” into interactive dashboards and information tools – enhance your current foundation Customers – changes are on their way as new generations become “energy buyers” o Customer generations are and will be increasingly technology savvy and will demand the same from us o Customer facing simplification: easy interaction and personalized – “any time, any where, anything I need – simple” Information Creates Value – next generation analytics are here o Information Value – next generation dashboard, correlation, user integration / ease of use / valuable o Begin the analytical journey – correlation, intelligence, situational awareness, predictive modeling o Build the analytics engine. High volume, high speed information management (processing, filtering, selecting, predicting, leveraging, modeling) o Build, find, acquire or contract the talent for the future. Try new approaches to achieving results Think to the future o Solutions thinking, frameworks, have an IT strategy. o What’s in your 2020 plan? 48
  49. 49. A collaboration of: Gary Hayes CenterPoint Energy gary.hayes@centerpointenergy.com 49